PDF NetSuite-Administrator Study Guide

To show the total number of Sales Orders created in the Results tab of a Transaction search in NetSuite, you should add "Field: Document Number" with "Summary Type: Count." This configuration counts each sales order, leveraging the unique document number assigned to each transaction as a basis for the count. By using the document number field in combination with the count summary type, the search will tally the total number of sales orders in the dataset, providing a straightforward metric for the volume of sales orders created. This is particularly useful for tracking sales activity, monitoring order volume over time, and assessing operational efficiency.References: NetSuite Help Center, Saved Searches Documentation.

Advanced PDF/HTML Templates in NetSuite are designed to provide greater flexibility and customization options for the visual layout of printed or emailed documents. These templates support a variety of form types, including Transaction forms (such as invoices, sales orders, and purchase orders), Return forms (for managing returns and credits), and Remittance forms (used for detailing payment information to suppliers or vendors). The ability to use Advanced PDF/HTML Templates for these forms allows businesses to create professionally styled documents that can include custom fonts, logos, and layout designs, thereby enhancing the presentation and communication of important financial information both internally and externally.

References:

• NetSuite Help Center: Advanced PDF/HTML Templates
• NetSuite User Guide: Customizing Document Layouts

To generate a list of employees with login access to a NetSuite account, the "Employee" search type is the most direct and effective. By performing a search using this type, administrators can filter and display only those employees who have been granted access rights to log into the system. This can include criteria such as "Is Active" and specific roles or permissions assigned to employees, allowing for a comprehensive overview of all users with system access. This approach simplifies the process of auditing and managing user access by focusing directly on the employee records.References: NetSuite SuiteAnswers and Help Center documentation on creating and managing saved searches, with a focus on utilizing the Employee search type to monitor and report on system access.

When a user has both the Administrator role and the Employee Center role assigned in NetSuite, this counts as one license, specifically, one Full Licensed User. NetSuite's licensing model is based on named users rather than the number of roles a user is assigned. A single user account, regardless of how many roles it has been assigned, consumes only one license. This approach ensures that organizations can flexibly assign multiple roles to a user to meet business requirements without incurring additional licensing costs. It reflects NetSuite's user-centric licensing model, focusing on the individual's access rights rather than the quantity of roles.References: NetSuite Licensing and Subscription Documentation.